Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2
Closed -$343 468
2024
Q1
$343 Buy
+2
New +$343 ﹤0.01% 478
2021
Q4
Sell
-172
Closed -$24K 456
2021
Q3
$24K Hold
172
0.01% 400
2021
Q2
$24K Hold
172
﹤0.01% 418
2021
Q1
$21K Hold
172
﹤0.01% 419
2020
Q4
$23K Hold
172
﹤0.01% 430
2020
Q3
$20K Sell
172
-12
-7% -$1.4K 0.01% 424
2020
Q2
$17K Sell
184
-36
-16% -$3.33K ﹤0.01% 447
2020
Q1
$14K Hold
220
﹤0.01% 447
2019
Q4
$16K Hold
220
﹤0.01% 444
2019
Q3
$12K Hold
220
﹤0.01% 429
2019
Q2
$11K Buy
+220
New +$11K ﹤0.01% 423
2014
Q3
Sell
-412
Closed -$9K 559
2014
Q2
$9K Sell
412
-8
-2% -$175 ﹤0.01% 391
2014
Q1
$8K Hold
420
﹤0.01% 366
2013
Q4
$8K Hold
420
﹤0.01% 371
2013
Q3
$7K Sell
420
-224
-35% -$3.73K ﹤0.01% 374
2013
Q2
$9K Buy
+644
New +$9K ﹤0.01% 390